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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,772 | $174,379-74.3% | $152,093-70.6% | $138,895-67.8% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 6.73% | 74.86%-68.1pp | 66.36%-59.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,202 | $6,159-80.5% | $5,451-78.0% | $6,396-81.2% |
| Admin fee / account holder | $5,294 | $16,880-68.6% | $14,497-63.5% | $12,562-57.9% |